See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,401 | $172,111+94.3% | $150,298+122.5% | $137,256+143.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.24% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $17,593 | $4,636+279.5% | $4,154+323.5% | $4,156+323.3% |
| Participant deferral / active EE | $9,932 | $6,166+61.1% | $5,453+82.2% | $6,407+55.0% |
| Admin fee / account holder | $386 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |